Broker Research: Sector, Macro and Strategy Notes

Goldman Sachs·2026-09-30Sector

002142.SZ0939.HK601939.SH601988.SH

Goldman Sachs·2026-09-29Sector

0688.HK0817.HK

Goldman Sachs·2026-09-29Macro

China PSL 1-year rate: actualSep 2026

Goldman Sachs·2026-09-29Sector

MA V

Goldman Sachs·2026-09-29Sector

JAZZ.USPRAX.USRAPP.USSTOK.US

Goldman Sachs·2026-09-29Sector

4004.T4182.T

Goldman Sachs·2026-09-29Macro

Goldman Sachs·2026-09-29Sector

207940.KS2269.HK2359.HKLONN.SW

Goldman Sachs·2026-09-29Sector

6506.T6954.T

Goldman Sachs·2026-09-29Sector

6762.T6976.T6981.T

Goldman Sachs·2026-09-29Sector

GEELY BYD NIO

Goldman Sachs·2026-09-29Thematic

AMZN MA V WMT

Goldman Sachs·2026-09-29Sector

6762.T6976.T

Goldman Sachs·2026-09-29Sector

ZIJINMINING3993.HKChina copper equities·OverweightChina coal equities·Underweight

Goldman Sachs·2026-09-29Sector

ED.USEXC.USFE.USXEL.US

Goldman Sachs·2026-09-29Sector

3436.T4063.T

Goldman Sachs·2026-09-29Sector

5801.TSUMIELEC5803.T5805.T6754.T

Goldman Sachs·2026-09-28Strategy

Goldman Sachs·2026-09-28Sector

ALMB.COGJF.OLSAMPO.HETRYG.CO

Research: Broker notes on sectors, macro, rates and strategy

CHINA BANKS: Assessing the Impact of Structural Monetary and Fiscal Policies on Banks

China Property Weekly Wrap: Week 39 Wrap-volume pulled back with weakening leading indicators; BJ SH unveiled implementation rules for Aug 28 reform

China: Targeted easing follows State Council call, growth impulse may be modest

PAYMENTS AND FINTECH: Investor feedback on Agentic Commerce deep dive

Americas Healthcare: Biotechnology: A KOL update on the emerging epilepsy landscape

Global Metals & Mining: Takeaways From Brazil Rare Earths Day & Rare Earths 101

Japan Chemicals: CCL trade data: Aug export value up 30% YoY but down 24% MoM; Potential softening in BT substrate demand

US Election Monitor: Relaunching Our US Election Monitor for the Midterms

Global Healthcare: Evolving CDMO landscape#10: Takeaways from 2nd Asia Healthcare CDMO Day; Demand Durability Drives Capex Reacceleration

Japan Machinery: Automation: Trade statistics: August 2026 robot Robodrill volume inferred from customs data

Japan Electronic Components: August MOF trade data (MLCC.US): mom decline on seasonality, but expect stronger momentum from September

CHINA NEW ENERGY VEHICLE WEEKLY CHARTBOOK 2026 Week 39 - Weekly order -7% -58% wow yoy, retail wholesale NEV penetration 68% 74%

Entering the Agentic AI Era for the Commerce Landscape

Japan Electronic Components: Taiyo Yuden TDK announce MoU on business alliance regarding MLCCs inductors and other components

CHINA COMMODITIES: China commodity trip (2H26): The stranded copper scrap, the revamp of coal supply, and uncertainties from ODI and El Ni-o

Inside Customer Affordability: An Introduction to the Electric Utility Bill

Japan Chemicals: Silicon wafer trade data: Aug export value reached a new record high, while shipment volumes remained at elevated levels

Japan Technology: Hardware-Industrial Electronics: August MOF data (optical fiber cable) shows sharp rise in ASPs; fundamentals remain

Global Weekly Kickstart: EM and Technology Lead Equities Higher

Insurance: Property & Casualty: Agentic AI disruption driven sell-off an attractive opportunity to buy Nordic P&C